Lookup Criteria

Customer History Summary Report screen definition

Field

Description

Report Option

Choose whether to generate the report for a processing organization, a billing organization.

Processing/Billing Chart Code

Required. The chart code for the report data.

Processing/Billing Organization Code

Required. Select from the drop down list the appropriate customer source code organization code for the report data.

Customer Number

Optional. Enter in the customer number or use the lookup searchicon to find it.


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